***JCM Winter Audit***

 

Attention all Presidents and Treasurers of levied and non-levied clubs your financial books for the Winter Audit are due Thursday, December 6, 2001 at no later than 11:59 PM.  This audit is for the period beginning September 1, 2001 and ending December 1, 2001.  Books must be submitted to the “O” non-res box in the Porter’s Lodge to the attention of the JCM Auditor, David Ort.

 

Part 1 – Levied clubs, college meetings, Heads, and year funds

You must submit:

  1. A detailed list of all transactions.  This must include revenue from events held, membership fees collected, etc. as well as all expenditures.
  2. A complete set of bank statements covering the entire period.
  3. All cashed cheques drawn from your account and returned with bank statements.
  4. All receipts, invoices etc. associated with any expenditures.
  5. If you have collected membership fees you must submit a list of all paying members.
  6. College meetings must submit budgets that were approved for their Heads and for any sub-committee of the meeting.
  7. A list of all signing officers and their positions within your organization.  Please also provide contact information for at least one of these people so that they can answer questions regarding your audit.

 

Part 2 – Non-levied clubs

You must submit:

  1. A copy of your JCM-approved budget.  Including any changes to the budget approved by the JCM since it was originally passed.
  2. A detailed list of all transactions.  This must include revenue from events held, membership fees collected, etc. as well as all expenditures.
  3. If you have collected membership fees you must submit a list of all paying members.

 

Please note that failure to comply with the above specifications will result in delay of you getting your second term levy.

 

If you have any questions or concerns please contact the JCM Auditor, at ortdavid@hotmail.com

 

Thank you,

David Ort